Administration > Staff tab

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

On the Staff tab of the Setup > System Configuration > Administration dialog you can add, edit, or delete existing staff records. You may also choose to set up a password for each staff member; to launch the CSA program, the user must then enter the appropriate password after entering his or her Staff ID.

The Groups and Staff tabs appear in the Administration dialog in place of the Security tab when Engagement CS is installed or when the Staff level security option is selected on the Firm tab of the dialog. Note also that when using staff-level security, you must define the privileges for groups from the Groups Privileges dialog, which is accessible from the Groups tab of the Administration dialog.

See also: Setting up user-specific security access in CSA

Fields & buttons

Share This